PandaDoc
Engagement letters with signature
Professional Services · Brevo
Brevo Setup for Professional Services Firms
For the small practice starting from an inbox: intake as a record, a follow-up sequence, and a referral report, at almost no cost.
At a Glance
- Platform
- Brevo
- Build
- Starter, $3,000
- Built In
- About Four Weeks
- First Engagement
- $7,750
The Stack
What Runs Where
Nine layers, with Brevo holding the record. Everything else is either switched on inside it or connected to it.
Privilege and confidentiality govern what may be stored, where, and who may see it; scope is agreed with counsel before configuration. Reasoned from the pattern; no professional-services engagement has been delivered yet.
System of Record
Brevo
Contacts, a simple deals pipeline, and every email and text sent.
Intake
Forms Into Brevo
A form becomes a contact with a source and a list.
Follow-Up
Brevo Automation
Email and text sequences that run without anyone remembering.
Messaging
Brevo Email and SMS
Transactional and marketing messages from one place, priced by volume rather than by seat.
Reviews
Brevo Automation
The review request as an automated send when a job is marked done.
Documents
PandaDoc
Engagement letters and proposals out of email threads and into a tracked flow with signature.
Mail and Calendar
Google Workspace
Mail logged to the record, meetings booked from the calendar.
Payments
Stripe or QuickBooks
Retainers and invoices posted once.
Visibility
Google Business Profile
The profile kept current; reviews where the profession allows them.
What We Switch On
Inside Brevo
- Contact attributes and lists that match the business, not the template
- The follow-up sequence for new enquiries
- The review request automation
- A simple pipeline for the jobs in flight
- Transactional email for confirmations and reminders
- One report: enquiries, source, and what became of them
What it does not do. Brevo is a messaging platform with a light CRM attached; when quoting, scheduling or job costing are needed the record moves to a platform built for them, which is a day's work at this size.
The Path
One Job, Start to Finish
The Enquiry
Arrives by form, phone or referral as a record with a source and an owner.
The Intake
Qualified against written criteria before anyone spends an hour.
The Engagement Letter
Sent, signed and filed from the record.
The Matter
Stages that mean something, with the next action visible.
The Referral Report
Which referrers actually produce revenue, finally a report.
Connections
What We Wire In
Google Workspace
Mail and calendar on the record
Payments
Retainers and invoices posted once
What It Costs
The Starter Build
Your platform holds the customer and just needs configuring properly, so this is the Starter Build.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, Starter$3,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$7,750
$6,750 with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with Brevo or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.